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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
576
Bernardo Wealth Planning
Pennsylvania
$346K – – –
RWP
577
Revolve Wealth Partners
New Jersey
$345K -$58.7K -352 -15%
CAMG
578
CWA Asset Management Group
Florida
$344K +$5.17K +31 +2%
ITIM
579
Indiana Trust & Investment Management
Indiana
$341K – – –
CWA
580
Crux Wealth Advisors
California
$339K +$500 +3 +0.1%
SGI
581
Summit Global Investments
Utah
$339K – – –
CAL
582
Capital Analysts LLC
Pennsylvania
$339K +$144K +863 +75%
IW
583
Instrumental Wealth
Florida
$338K +$341K +2,043 New
GWAG
584
Garrett Wealth Advisory Group
Texas
$338K -$20.2K -121 -6%
CA
585
Claro Advisors
Massachusetts
$331K -$25.5K -153 -7%
SDWIA
586
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$329K – – –
AFG
587
Albion Financial Group
Utah
$328K -$5.17K -31 -2%
OAM
588
Oak Asset Management
California
$325K +$834 +5 +0.3%
LCM
589
Leisure Capital Management
California
$323K – – –
GA
590
Goldstein Advisors
Wisconsin
$323K -$11.7K -70 -4%
AAM
591
Augustine Asset Management
Florida
$321K -$3.17K -19 -1%
LEA
592
Legacy Edge Advisors
New York
$316K +$314K +1,883 New
STA
593
Summit Trail Advisors
New York
$313K – – –
SCM
594
Seascape Capital Management
New Hampshire
$311K -$41K -246 -12%
PWM
595
Parkway Wealth Management
Texas
$309K +$307K +1,838 New
JF
596
JMN Financial
Ohio
$308K +$306K +1,834 New
EWA
597
EverSource Wealth Advisors
Alabama
$307K +$99.2K +595 +48%
CSP
598
Cary Street Partners
Virginia
$303K +$21.5K +129 +8%
MHIC
599
Marble Harbor Investment Counsel
Massachusetts
$302K – – –
HFO
600
Heritage Family Offices
Arizona
$300K – – –
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